Philadelphia Estate Planning Council


The Philadelphia Estate Planning Council offers many opportunities for member involvement. One of the most rewarding ways to get involved in the council is through our many committees. The committees encompass all activities of the council including planning our social events, publishing our highly informative newsletter, enhancing our website and developing our education programs.

All members are encouraged to actively participate on a committee. Committee participation provides the opportunity to expand your professional relationships and increase your leadership skills.

If you are a member who is interested in becoming involved with any of the PEPC Committees or activities listed below, please contact the PEPC Office at


Chair:  Scott Isdaner

The awards committee is an invitation-only committee which selects the recipients for the annual Distinguished Estate Planner Award and the Mordecai Gerson Meritorious Service Award.

Co-Chairs: Rick Bell & Glenn Henkel

The Ethics Committee meets to discuss ethical issues surrounding the estate planning profession and hosts an annual seminar on this topic.

Co-Chairs: Stephanie Sanderson-Braem & Christopher Borden

The Membership Committee is tasked with growing and sustaining our membership.

NAEPC Engagement Committee
Chair:  Tim Zeigler

The NAEPC Engagement Committee serves as the liaison between the PEPC and the National Association of Estate Planners and Councils. The committee is responsible for promoting the benefits of NAEPC to local council members, promoting the Accredited Estate Planner (AEP) designation, supporting AEP candidates and encouraging PEPC member participation in NAEPC leadership positions.

Co-Chairs: Kim Heyman & Alan Weissberger

The Newsletter Committee organizes and supplies content for our newsletter that is published three times a year.

Co-Chairs: Jacklynn Barras & Rachel Gross

The Outreach Committee promotes estate planning to the general public by organizing seminars to educate the public around estate planning and other valuable things our members can do.

Professional Women’s Network Committee
Co-Chairs: Fareeha Arshad & Leanne Evans

The Women’s Initiative Committee organizes networking events and promotes discussion around issues related to women in the workplace.

Co-Chairs: Jim Revels & Stephanie Sanderson-Braem

The Programs Committee determines the speakers and topics for our six luncheons and the annual meeting.

Co-Chairs: Thomas McDonnell & Anthony Weiss

The Roundtable Committee organizes informative smaller brown-bag educational lunch events that are free to members.

Co-Chairs: Jillian Kukucka & Jamie Kelly

The Social Committee organizes many of our great networking events, such as our Welcome Back Party, our Holiday Party, and the always popular Golf and Tennis Outing. The Social Committee also organizes other events, such as our Drop-Ins, which are held at Philadelphia-area bars/restaurants.

Social Media
Co-Chairs: Josh Niles & Julie Olley

The Social Media Committee is in charge of providing and maintaining fresh content on our website at and is also tasked with handling our social media (Facebook and LinkedIn). 

Co-Chairs: Scott Lillis & Erin McQuiggan

The Sponsorship Committee networks with members and local businesses to match PEPC sponsorship opportunities with firms looking to support and work with the local estate planning community.


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Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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